Fee-OnlyFinder

Flat / fixed fees in Davie, FL

3 advisers in Davie offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 3

Moore Financial Planning Advisors, LLC10200 W State Rd 84, Suite 209 · Davie, FL 33324 · (954) 382-8877 · Financial planningCRD 146581 · % of assets, Hourly charges, Fixed fees · $2.0 million AUMState registeredNo commissions reportedMouly Financial Management, INC.12401 Orange Drive, Suite 223 · Davie, FL 33330 · (954) 416-1776 · Financial planningCRD 141809 · % of assets, Hourly charges, Fixed fees · $25.4 million AUMState registeredNo commissions reportedPatterson Investments, INC.4801 S University Drive,, Suite 219 · Davie, FL 33328 · (305) 648-3080 · Financial planningCRD 152218 · % of assets, Fixed fees · $83.5 million AUMState registeredNo commissions reported